The financial services industry makes it complicated for consumers to choose the right advisor and model. So how do you source and vet out the right advisor for you? Before placing your financial future in the hands of someone else, make sure you do your due diligence on them and their model well in advance.
As Kelly Stanley CFP® marks her 5 years with Cogent Strategic Wealth, she reflects on 2020 and how life changes in an instant. She loves guiding clients through life's transitions and helping them live their best lives though all of life's challenges.
Your investment portfolio is no doubt an important driver of achieving your overall financial plan. If you're anything like me, you want your investment portfolio to be as high-achieving as you are.
Value investing is one of those two-sided risk/reward coins where no risk = no expected returns. Unfortunately, it’s been taking its time to show up “heads” for value investors, tempting many to abandon the strategy altogether.
Because we do not know what tomorrow holds, we want you to be prepared for whatever life throws at you. In order to protect your loved ones and your assets you've worked so hard to accumulate, we strongly encourage you to review all of your insurance policies to ensure you have adequate coverage in place.
Gerard O'Reilly speaks on the performance of value stocks relative to growth stocks, addressing the theory and data supporting a value premium.